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Triad Financial Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Triad Financial Advisors’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,971
Closed -$380K – 105
2022
Q4 		$380K Buy
+17,971
New +$380K 0.17% 66